Snowden Capital Advisors LLC

Registered investment adviser · New York, NY · CRD #157299

Form ADV data as of 2026-09-01

Regulatory assets

$8.87 billion

Total accounts

10,260

Employees

154

Disclosure events

Firm details

Website: https://www.linkedin.com/company/snowden-lane-partners
Telephone: 646-218-9760
SEC file number: 801-72332
Most recent Form ADV filing: 2026-08-18
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$7.43 billion
Non-discretionary regulatory assets under management	$1.44 billion
Total regulatory assets under management	$8.87 billion
Discretionary accounts	8,886
Non-discretionary accounts	1,374
Total accounts	10,260
Regulatory assets under management attributable to non-U.S. persons	$2.41 billion

People

Total employees (excluding clerical)	154
Employees performing investment advisory functions (including research)	105
Employees who are registered representatives of a broker-dealer	136
Employees registered as investment adviser representatives with a state	117
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	67
Firms or persons who solicit advisory clients on the firm's behalf	11

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$980.8 million
Clients for whom the firm has custody	1,315
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	2

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerInsurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Brokers or dealers selected under 8.C.(3) are related persons
Recommends brokers or dealers to clients
Brokers or dealers recommended under 8.E. are related persons
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	4,298	$1.49 billion
High net worth individuals	1,580	$7.08 billion
Pension and profit sharing plans (not the participants or government plans)	75	$134.4 million
Charitable organizations	57	$139.3 million
Corporations or other businesses not listed above	11	$26.8 million